Titelia

Holdings of Sequoia Financial Advisors, LLC

1618 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Technology 12.9 %
  • Funds 6.5 %
  • Financials 6.4 %
  • Industrials 5.3 %
  • Communication 4.0 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Consumer staples 2.4 %
  • Energy 1.7 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.2 %
  • Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 0.2 %
  • GB 0.1 %
  • KR 0.1 %
  • NL 0.1 %
  • JP 0.1 %
  • IN 0.1 %
  • ES 0.0 %
  • IL 0.0 %
  • AU 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,51315.1B $99.02 %
2TW327.3M $0.18 %
3GB1821.4M $0.14 %
4KR815.3M $0.10 %
5NL511.8M $0.08 %
6JP611.5M $0.08 %
7IN59.9M $0.06 %
8ES36.1M $0.04 %
9IL35.8M $0.04 %
10AU35.7M $0.04 %
11BR145.3M $0.03 %
12KY74.4M $0.03 %

Positions

RankCompanySharesValueWeight
1,501SPDR Series Trust 4,728214.4K $
1,502Schwab U.S. REIT ETF 9,957214K $
1,503Banco de Chile 5,760213.4K $
1,504Thor Industries Inc 2,667213.1K $
1,505elf Beauty Inc 3,511212.8K $
1,506Supernus Pharmaceuticals Inc 4,099211.9K $
1,507BitMine Immersion Technologies Inc 10,684211.3K $
1,508Axia Energia 18,654210.4K $
1,509Yelp Inc 8,491210.1K $
1,510Willdan Group Inc 2,739209.7K $
1,511Independent Bank Corp 2,783209.3K $
1,512iShares Trust 1,803209.3K $
1,513Brunswick Corp/DE 2,876209.3K $
1,514Bio-Rad Laboratories Inc 750209.1K $
1,515Vanguard Scottsdale Funds 2,084208.7K $
1,516General American Investors Company, Inc. 3,564208.4K $
1,517Etsy Inc 4,155207.7K $
1,518Trinity Industries Inc 6,432207K $
1,519AAON Inc 2,484205.6K $
1,520ImmunityBio Inc 26,743205.1K $
1,521Simpson Manufacturing Co Inc 1,192204.6K $
1,522Vanguard S&P Small-Cap 600 Value ETF 2,000203.5K $
1,523ARK ETF TRUST 1,682202.9K $
1,524Waystar Holding Corp 8,405202.6K $
1,525Commerce Bancshares Inc/MO 4,113202.4K $
1,526Primoris Services Corp 1,414202.3K $
1,527Belden Inc 1,761202.2K $
1,528Banco Bradesco SA 55,317201.9K $
1,529Tencent Music Entertainment Group 21,728201.6K $
1,530Lamar Advertising Co 1,589201.3K $
1,531Ethereum Investment Trust 11,762200.8K $
1,532Cemex SAB de CV 17,511200.3K $
1,533Coeur Mining Inc 10,622199.4K $
1,534iShares Global Clean Energy ETF 10,656194.9K $
1,535CTO Realty Growth Inc 10,406192.4K $
1,536Kohl's Corp 14,849191.6K $
1,537Newell Brands Inc 55,289189.6K $
1,538ProPetro Holding Corp 12,252176.6K $
1,539Industrial Logistics Properties Trust 30,894175.5K $
1,540CCC Intelligent Solutions Holdings Inc 28,736172.4K $
1,541NUVEEN AMT-FREE MUN CR INCOME FD 13,951172K $
1,542Metallus Inc 10,485171.3K $
1,543Flagstar Bank NA 12,545165.2K $
1,544Five9 Inc 10,494159.2K $
1,545Eaton Vance Tax-Managed Diversified Equity Income Fund 11,483158.4K $
1,546Hercules Capital Inc 10,667157.6K $
1,547Newmark Group Inc 10,410156K $
1,548RiverNorth Opportunities Fund 14,000155.4K $
1,549ZoomInfo Technologies Inc 25,849154.6K $
1,550DiamondRock Hospitality Co 16,470154.3K $
1,551Pioneer Bancorp Inc/NY 11,023153.4K $
1,552Cia Energetica de Minas Gerais 61,280146.5K $
1,553Hope Bancorp Inc 13,020145.4K $
1,554Payoneer Global Inc 29,506142.5K $
1,555Blue Owl Capital Inc 15,514141.6K $
1,556TAL Education Group 12,122137.8K $
1,557Integra LifeSciences Holdings Corp 14,233134.1K $
1,558First Northwest Bancorp 15,000130.2K $
1,559Freshworks Inc 16,157129.7K $
1,560Pebblebrook Hotel Trust 10,091127.5K $
1,561INTERLINK ELECTRONICS INC 42,675125.5K $
1,562Paramount Skydance Corp. 13,521122K $
1,563Goodyear Tire & Rubber Co/The 18,332121.5K $
1,564MannKind Corp 49,223120.6K $
1,565Weave Communications Inc 25,894119.6K $
1,566GAMCO Global Gold Natural Reso 22,329118.8K $
1,567AvePoint Inc 12,441118.3K $
1,568Chatham Lodging Trust 15,023118.2K $
1,569Patterson-UTI Energy Inc 10,689115.8K $
1,570ADT Inc 17,497115K $
1,571Sprinklr Inc 18,829113K $
1,572UWM Holdings Corp 31,152112.8K $
1,573Leggett & Platt Inc 11,410112.7K $
1,574Iovance Biotherapeutics Inc 31,266109.7K $
1,575RLJ Lodging Trust 14,522107.8K $
1,576SoundHound AI Inc 14,951102.7K $
1,577Coty Inc 50,383101.3K $
1,578Suzano SA 10,034100.4K $
1,579Genworth Financial Inc 12,20899.1K $
1,580Flowers Foods Inc 12,09598.6K $
1,581Certara Inc 15,98391.1K $
1,582Sunstone Hotel Investors Inc 10,05890.6K $
1,583Stoneridge Inc 18,60389.9K $
1,584Avantor Inc 11,36189.1K $
1,585Hudson Technologies Inc 14,00082.3K $
1,586Compass Therapeutics Inc 15,53582.2K $
1,587Compass Diversified Holdings 10,38081.6K $
1,588Invesco Senior Income Trust 24,45678.7K $
1,589Stabilis Solutions Inc 17,46477.9K $
1,590Legalzoom.com Inc 13,65177.4K $
1,591Rocket Pharmaceuticals Inc 20,34972.9K $
1,592Virtus Investment Partners 15,09372.1K $
1,593PureCycle Technologies Inc 13,45169.8K $
1,594Opendoor Technologies Inc 13,84264.8K $
1,595Snap Inc 13,03059.9K $
1,596Empire State Realty Trust Inc 11,49359.8K $
1,597Aurora Innovation Inc 12,90153.2K $
1,598Tilly's Inc 12,03948.8K $
1,599Yext Inc 12,64148.5K $
1,600CELLECTAR BIOSCIENCES INC 18,85047.9K $